Institutional Ownership Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM). We have compiled data on the 967 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $8.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
22,557,955
shares
|
$927 Million
1.98% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
22,433,333
shares
|
$922 Million
0.37% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,131,496
shares
|
$663 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,847,674
shares
|
$240 Million
3.64% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
5,648,640
shares
|
$232 Million
0.04% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,979,994
shares
|
$205 Million
0.01% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
4,744,137
shares
|
$195 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,310,617
shares
|
$177 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.83%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,098,187
shares
|
$127 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,016,410
shares
|
$124 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,004,000
shares
|
$123 Million
2.28% of portfolio
|
Q1 2025
Added 47.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,438,207
shares
|
$100 Million
0.02% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
2,308,455
shares
|
$94.9 Million
1.04% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,846,512
shares
|
$75.9 Million
0.02% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,799,620
shares
|
$74 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,688,216
shares
|
$69.4 Million
1.68% of portfolio
|
Q1 2025
Reduced 47.35%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,636,460
shares
|
$67.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 62.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,632,282
shares
|
$67.1 Million
0.01% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
1,618,299
shares
|
$66.5 Million
1.3% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,614,291
shares
|
$66.3 Million
10.05% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,539,491
shares
|
$63.3 Million
0.15% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
May 15, 2025 Q1 2025 |
1,479,711
shares
|
$60.8 Million
2.38% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
1,435,489
shares
|
$59 Million
0.57% of portfolio
|
Q4 2024
Added 193.6%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,431,750
shares
|
$58.8 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,380,729
shares
|
$56.7 Million
1.58% of portfolio
|
Q1 2025
Added 4.05%
|